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iShares S&P 500 Growth ETF

1,934 hedge funds and large institutions have $48.4B invested in iShares S&P 500 Growth ETF in 2025 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 603 increasing their positions, 764 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 55

42% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.7M

9% more capital invested

Capital invested by funds: $44.6B → $48.4B (+$3.83B)

3% more funds holding

Funds holding: 1,8831,934 (+51)

0.85% less ownership

Funds ownership: 73.89%73.04% (-0.85%)

2% less funds holding in top 10

Funds holding in top 10: 197193 (-4)

21% less repeat investments, than reductions

Existing positions increased: 603 | Existing positions reduced: 764

Holders
1,934
Holders Change
+51
Holders Change %
+2.71%
% of All Funds
25.38%
Holding in Top 10
193
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-2.03%
% of All Funds
2.53%
New
139
Increased
603
Reduced
764
Closed
55
Calls
$25.2M
Puts
$17.7M
Net Calls
+$7.51M
Net Calls Change
-$9.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1926
Tripletail Wealth Management
Florida
$5.68K -$1.47M -12,813 -100%
CCC
1927
Chelsea Counsel Company
California
$5.55K +$5.29K +46 New
NFSG
1928
Newbridge Financial Services Group
Florida
$4.83K
FS
1929
Financially Speaking
Colorado
$4.1K
DFA
1930
DHJJ Financial Advisors
Illinois
$3.38K
NC
1931
North Capital
Utah
$3.17K +$115 +1 +4%
VNA
1932
Valley National Advisers
Pennsylvania
$2K
RF
1933
Robinswood Financial
Washington
$1.94K
AIM
1934
Arcadia Investment Management
Michigan
$1.57K +$345 +3 +30%
SWIM
1935
Smallwood Wealth Investment Management
New Jersey
$965
PCP
1936
Proficio Capital Partners
Massachusetts
-$2.29M -1,590,498 Closed
AAP
1937
Arax Advisory Partners
Colorado
-$23.9M -193,687 Closed
SAM
1938
Silvercrest Asset Management
New York
-$18.7M -169,491 Closed
PL
1939
Polianta Ltd
Jersey
-$8.58M -77,900 Closed
SWM
1940
Stark Wealth Management
Pennsylvania
-$4.84M -46,680 Closed
Renaissance Technologies
1941
Renaissance Technologies
New York
-$4.15M -37,700 Closed
D.E. Shaw & Co
1942
D.E. Shaw & Co
New York
-$2.88M -26,117 Closed
SC
1943
Soundwatch Capital
Connecticut
-$192K -18,600 Closed
SXL
1944
Summit X LLC
Missouri
-$1.2M -10,935 Closed
T
1945
Transce3nd
Texas
-$1.25M -10,833 -99%
LSA
1946
Lion Street Advisors
Texas
-$969K -8,805 Closed
W
1947
Wealthquest
Ohio
-$842K -7,652 Closed
HA
1948
Herold Advisors
New York
-$835K -7,583 Closed
GLR
1949
Great Lakes Retirement
Ohio
-$658K -5,978 Closed
SCM
1950
Schnieders Capital Management
California
-$600K -5,450 Closed

IVW Hedge Fund Activity: Q3 2025 in Review

1,934 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q3 2025, worth a combined $48.4B — up 8.6% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new IVW positions and 55 closed out — a net gain of 84 holders — while 603 added to existing stakes and 764 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $138M. The largest seller was Goldman Sachs, cutting an estimated $212M.

  • 1,934 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q3 2025, up from 1,883 in Q2 2025.
  • Funds reported $48.4B of iShares S&P 500 Growth ETF stock for Q3 2025, up 8.6% quarter-over-quarter.
  • 139 funds opened new iShares S&P 500 Growth ETF positions in Q3 2025 and 55 closed out, a net change of +84 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $138M added.
  • The largest iShares S&P 500 Growth ETF seller in Q3 2025 was Goldman Sachs, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2025.